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Disclosery

Beacon Financial Advisory LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on OEF, newest first. How the timeline and the estimate are built.

Beacon Financial Advisory LLC held 4,908 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,908 shares
    Change vs previous 13F +143 shares

    0.35% of the 13F portfolio, value $1,795,792.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,765 shares
    Change vs previous 13F +645 shares

    0.34% of the 13F portfolio, value $1,515,755.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,120 shares
    Change vs previous 13F +645 shares

    0.33% of the 13F portfolio, value $1,413,167.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,475 shares
    Change vs previous 13F +284 shares

    0.27% of the 13F portfolio, value $1,156,457.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,191 shares
    Change vs previous 13F +216 shares

    0.25% of the 13F portfolio, value $971,034.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,975 shares
    Change vs previous 13F +640 shares

    0.24% of the 13F portfolio, value $805,596.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,335 shares
    Change vs previous 13F +618 shares

    0.22% of the 13F portfolio, value $674,467.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,717 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $475,081.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).